Soa Wealth Advisors, Llc. Vanguard Mortg Backed Sec ETF Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 465 shares of VMBS stock, worth $21,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 465
-0.0%
Holding current value
$21,836
Previous $21,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
712Shares Held
287MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio